Federal Employee Advisory Group
We understand that individuals maybe more successful, experience more fullfillment, and live happier lives when they have a clear vision of their future and a deeper understanding of how their vision is being implemented. Working with qualified advisors at Federal Employee Advisory Group, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your specific needs. Specific areas of focus with comprehensive financial planning include:
Investment Management
Cash flow analysis; allowing you to know how much to spend, save, and invest for retirement. Investment strategies designed for today and the future. Risk tolerance; what is your comfort level with risk of investing.
Tax Planning
Tax efficiency is our focus. In working with you or your tax professional to help maximize tax free, tax deferred, and taxable income opportunities specific to your situation now and in the future through retirement.
Estate Planning
A strategy to transfer, give, or distribute your lifetime's assets on a tax efficient, ethical, and desirable basis.
*The representative is not an attorney. Estate planning can involve a complex web of tax rates and regulations. National Planning Corporation does not render legal or tax advice. You should consider counsel of a qualified tax or legal professional before taking any action.